Group 1 - The Guangdong Electronic Information Industry Association recently released the list of "Top 100 Comprehensive Strength Enterprises in Guangdong's Electronic Information Manufacturing Industry by 2025," with O-Film Technology (002456.SZ) ranked 38th, highlighting the company's leading position in the industry and receiving high recognition [1] - O-Film Technology is a leader in the optical and optoelectronic field, with three main business systems: smartphones, smart vehicles, and new fields, providing one-stop optical and optoelectronic product technology services [1] - The company's main business includes the design, research and development, production, and sales of optical camera modules, optical lenses, fingerprint recognition modules, 3D ToF, driving domain, body domain, cockpit domain, and smart locks [1] Group 2 - O-Film Technology has established a comprehensive product quality management system, ensuring product quality stability and consistency throughout the entire process of product design, material procurement, and production management [1] - The company has significantly improved production efficiency and product quality by relying on intelligent production lines and industrial internet technology, continuously providing efficient and reliable one-stop optical and optoelectronic product technology services to global customers [2] - O-Film Technology has been recognized by the Ministry of Industry and Information Technology as a "Manufacturing Single Champion Enterprise (2024-2026)" [2]

Financial Performance - In 2024, the company achieved total revenue of 20.437 billion CNY, a year-on-year increase of 21.19% [1] - The net profit attributable to shareholders was 58.3818 million CNY, a decrease of 24.09% compared to the previous year [1] - The net profit after deducting non-recurring gains and losses was 12.7211 million CNY, an increase of 95.66% year-on-year [2] Business Focus and Product Lines - The company has three main business systems: optical camera modules, optical lenses, and fingerprint recognition modules, among others [2] - R&D investment reached 1.591 billion CNY, accounting for 7.79% of total revenue in 2024 [2] - The company has a total of 2,263 R&D personnel, representing 20.33% of the workforce, with a year-on-year growth of 9.91% [2] Future Strategies and Development Plans - In 2025, the company aims to enhance operational capabilities, maintain compliance, and focus on quality management and technological innovation [3] - Plans include restructuring the central research institute to strengthen technical capabilities and enhance customer relationships [3] - The company will explore new business areas in smart locks, industrial and medical applications, and VR/AR technologies [6] Market Position and Competitive Edge - The company is positioned as a leader in the optical and optoelectronic fields, with a focus on high-end products and market share enhancement [4] - It has established long-term partnerships with numerous automotive brands for its vehicle camera products [5] - The company is actively participating in international competition and expanding its global sales network [7] Mergers and Acquisitions - The company plans to acquire 28.2461% of O-Film Microelectronics through a combination of stock issuance and cash payment [8] - This acquisition will enhance control over O-Film Microelectronics, which has strong profitability and technical capabilities in fingerprint recognition and optical sensing modules [8] Investor Relations and Compliance - The company emphasizes compliance and risk management, ensuring adherence to legal regulations and maintaining a healthy operational environment [7] - It is committed to enhancing communication with investors and optimizing resource allocation to improve operational efficiency and profitability [8]